Purchases and Sales Made in Q4 2024 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-69- 1.68% |
$39.2K - $41.9K
|
4.04K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-70- 10.9% |
$39.7K - $42.5K
|
572
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-70- 1.18% |
$39.7K - $42.5K
|
5.86K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-70- 5.34% |
$39.7K - $42.5K
|
1.24K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-70- 0.15% |
$39.7K - $42.5K
|
45.2K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-70- 7.79% |
$39.7K - $42.5K
|
829
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-70- 0.7% |
$39.7K - $42.5K
|
9.98K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 95.89% |
$39.7K - $42.5K
|
3
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-70- 1.89% |
$39.7K - $42.5K
|
3.64K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-71- 10.89% |
$40.3K - $43.2K
|
581
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-71- 1.37% |
$40.3K - $43.2K
|
5.12K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-71- 0.78% |
$40.3K - $43.2K
|
9.05K
$5.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-72- 0.41% |
$40.9K - $43.8K
|
17.4K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-73- 2.31% |
$41.5K - $44.4K
|
3.09K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-73- 0.7% |
$41.5K - $44.4K
|
10.4K
$6.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-73- 2.23% |
$41.5K - $44.4K
|
3.2K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-74- 6.95% |
$42K - $45K
|
990
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-74- 2.3% |
$42K - $45K
|
3.15K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.97% |
$42.6K - $45.6K
|
7.68K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 0.3% |
$42.6K - $45.6K
|
25.1K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-75- 6.29% |
$42.6K - $45.6K
|
1.12K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-75- 0.88% |
$42.6K - $45.6K
|
8.48K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76- 1.49% |
$43.2K - $46.2K
|
5.03K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-76- 0.75% |
$43.2K - $46.2K
|
10.1K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-76- 1.11% |
$43.2K - $46.2K
|
6.78K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-77- 6.35% |
$43.7K - $46.8K
|
1.14K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-77- 9.91% |
$43.7K - $46.8K
|
700
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-78- 1.5% |
$44.3K - $47.4K
|
5.11K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-78- 0.82% |
$44.3K - $47.4K
|
9.43K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-79- 19.65% |
$44.9K - $48K
|
323
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-79- 2.33% |
$44.9K - $48K
|
3.32K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-79- 1.37% |
$44.9K - $48K
|
5.67K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-79- 14.91% |
$44.9K - $48K
|
451
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-79- 1.04% |
$44.9K - $48K
|
7.52K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 11.07% |
$45.4K - $48.6K
|
643
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-80- 0.44% |
$45.4K - $48.6K
|
18.1K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-80- 1.96% |
$45.4K - $48.6K
|
4.01K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-80- 2.41% |
$45.4K - $48.6K
|
3.25K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-81- 0.14% |
$46K - $49.2K
|
56.4K
$35.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-81- 0.9% |
$46K - $49.2K
|
8.89K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-81- 0.34% |
$46K - $49.2K
|
24.1K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-81- 0.19% |
$46K - $49.2K
|
43K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-81- 0.43% |
$46K - $49.2K
|
18.7K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-82- 0.99% |
$46.6K - $49.8K
|
8.18K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-82- 1.23% |
$46.6K - $49.8K
|
6.59K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-82- 0.91% |
$46.6K - $49.8K
|
8.93K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-83- 2.14% |
$47.1K - $50.4K
|
3.8K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-83- 16.97% |
$47.1K - $50.4K
|
406
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-83- 1.56% |
$47.1K - $50.4K
|
5.25K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-83- 4.66% |
$47.1K - $50.4K
|
1.7K
$1.08M
|